0001398344-20-003373.txt : 20200214 0001398344-20-003373.hdr.sgml : 20200214 20200214091009 ACCESSION NUMBER: 0001398344-20-003373 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200214 DATE AS OF CHANGE: 20200214 EFFECTIVENESS DATE: 20200214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VAN DEN BERG MANAGEMENT I, INC CENTRAL INDEX KEY: 0001142062 IRS NUMBER: 953017097 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05495 FILM NUMBER: 20614449 BUSINESS ADDRESS: STREET 1: 805 LAS CIMAS PARKWAY STREET 2: SUITE 430 CITY: AUSTIN STATE: TX ZIP: 78746 BUSINESS PHONE: 512-329-0050 MAIL ADDRESS: STREET 1: 805 LAS CIMAS PARKWAY STREET 2: SUITE 430 CITY: AUSTIN STATE: TX ZIP: 78746 FORMER COMPANY: FORMER CONFORMED NAME: VAN DEN BERG MANAGEMENT I INC DATE OF NAME CHANGE: 20140819 FORMER COMPANY: FORMER CONFORMED NAME: VAN DEN BERG MANAGEMENT INC/TX DATE OF NAME CHANGE: 20020917 FORMER COMPANY: FORMER CONFORMED NAME: VAN DEN BERG MANAGEMENT INC/CA DATE OF NAME CHANGE: 20010606 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001142062 XXXXXXXX 12-31-2019 12-31-2019 false VAN DEN BERG MANAGEMENT I, INC

805 LAS CIMAS PARKWAY SUITE 430 AUSTIN TX 78746

13F HOLDINGS REPORT 028-05495 N Jim Brilliant 512-329-0050 /s/ Jim Brilliant Austin TX 02-14-2020 0 65 596198 INFORMATION TABLE 2 fp0049325_13fhr-table.xml 13F INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 325 5280 SH SOLE 5280 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 8211 397420 SH SOLE 397420 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 18225 162434 SH SOLE 162434 0 0 ALPHABET INC CAP STK CL A 02079K305 284 212 SH SOLE 212 0 0 ALTRA INDL MOTION CORP COM 02208R106 12521 345777 SH SOLE 345777 0 0 AMERISOURCEBERGEN CORP COM 03073E105 17959 211237 SH SOLE 211237 0 0 APACHE CORP COM 037411105 24941 974643 SH SOLE 974643 0 0 ASTRONOVA INC COM 04638F108 1148 83655 SH SOLE 83655 0 0 AT&T INC COM 00206R102 4425 113227 SH SOLE 113227 0 0 ATKORE INTL GROUP INC COM 047649108 23547 581974 SH SOLE 581974 0 0 B2GOLD CORP COM 11777Q209 45 11300 SH SOLE 11300 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 67458 297827 SH SOLE 297827 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 413 7141 SH SOLE 7141 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 848 17030 SH SOLE 17030 0 0 CENTENNIAL RESOURCE DEV INC CL A 15136A102 9258 2003805 SH SOLE 2003805 0 0 COLFAX CORP COM 194014106 32057 881178 SH SOLE 881178 0 0 COLUMBUS MCKINNON CORP N Y COM 199333105 2323 58036 SH SOLE 58036 0 0 COMSTOCK MNG INC COM NEW 205750300 382 864700 SH SOLE 864700 0 0 CONOCOPHILLIPS COM 20825C104 1158 17805 SH SOLE 17805 0 0 DANAHER CORPORATION COM 235851102 15495 100958 SH SOLE 100958 0 0 DAWSON GEOPHYSICAL CO NEW COM 239360100 877 365216 SH SOLE 365216 0 0 DEVON ENERGY CORP NEW COM 25179M103 7594 292408 SH SOLE 292408 0 0 DISCOVERY INC COM SER C 25470F302 23168 759851 SH SOLE 759851 0 0 DMC GLOBAL INC COM 23291C103 34207 761177 SH SOLE 761177 0 0 DOLLAR TREE INC COM 256746108 10320 109728 SH SOLE 109728 0 0 DOUGLAS DYNAMICS INC COM 25960R105 223 4055 SH SOLE 4055 0 0 ERA GROUP INC COM 26885G109 15208 1495363 SH SOLE 1495363 0 0 EXXON MOBIL CORP COM 30231G102 304 4363 SH SOLE 4363 0 0 FLIR SYS INC COM 302445101 1211 23260 SH SOLE 23260 0 0 GRANITE CONSTR INC COM 387328107 21545 778632 SH SOLE 778632 0 0 GREIF INC CL A 397624107 2959 66941 SH SOLE 66941 0 0 HALLIBURTON CO COM 406216101 10706 437501 SH SOLE 437501 0 0 HELIOS TECHNOLOGIES INC COM 42328H109 841 18190 SH SOLE 18190 0 0 HILLENBRAND INC COM 431571108 1166 35000 SH SOLE 35000 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 6459 138555 SH SOLE 138555 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 3385 20430 SH SOLE 20430 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 2223 48359 SH SOLE 48359 0 0 LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 7943 268874 SH SOLE 268874 0 0 LYDALL INC DEL COM 550819106 1376 67053 SH SOLE 67053 0 0 MALIBU BOATS INC COM CL A 56117J100 1167 28500 SH SOLE 28500 0 0 MANITOWOC CO INC COM NEW 563571405 10534 601952 SH SOLE 601952 0 0 MARKEL CORP COM 570535104 947 828 SH SOLE 828 0 0 MCKESSON CORP COM 58155Q103 12619 91227 SH SOLE 91227 0 0 MURPHY OIL CORP COM 626717102 5560 207459 SH SOLE 207459 0 0 NEXTIER OILFIELD SOLUTIONS I COM 65290C105 335 50000 SH SOLE 50000 0 0 PARSLEY ENERGY INC CL A 701877102 1593 84255 SH SOLE 84255 0 0 PATTERSON UTI ENERGY INC COM 703481101 11082 1055398 SH SOLE 1055398 0 0 POLYONE CORP COM 73179P106 331 9000 SH SOLE 9000 0 0 POST HLDGS INC COM 737446104 9082 83249 SH SOLE 83249 0 0 READING INTERNATIONAL INC CL A 755408101 3307 295491 SH SOLE 295491 0 0 SCHLUMBERGER LTD COM 806857108 31740 789549 SH SOLE 789549 0 0 SEABRIDGE GOLD INC COM 811916105 17113 1238309 SH SOLE 1238309 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 7056 49377 SH SOLE 49377 0 0 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 2389 162945 SH SOLE 162945 0 0 SUNCOR ENERGY INC NEW COM 867224107 305 9295 SH SOLE 9295 0 0 SYNALLOY CP DEL COM 871565107 3869 299726 SH SOLE 299726 0 0 TRANSOCEAN LTD REG SHS H8817H100 13715 1993496 SH SOLE 1993496 0 0 TRIMAS CORP COM NEW 896215209 10813 344263 SH SOLE 344263 0 0 UNIT CORP COM 909218109 10 14059 SH SOLE 14059 0 0 VALARIS PLC SHS CLASS A G9402V109 5746 875933 SH SOLE 875933 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 6189 100801 SH SOLE 100801 0 0 WELLS FARGO CO NEW COM 949746101 31947 593816 SH SOLE 593816 0 0 WESTROCK CO COM 96145D105 15618 363982 SH SOLE 363982 0 0 YAMANA GOLD INC COM 98462Y100 54 13795 SH SOLE 13795 0 0 ZIX CORP COM 98974P100 339 50000 SH SOLE 50000 0 0